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Advisor at MERCER GLOBAL ADVISORS INC.
Naples, FL | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Aug 1, 2025 | n/a | yes | Naples, FL|DENVER, CO | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 18, 2016 | Aug 1, 2025 | no | NAPLES, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 2, 2005 | Oct 6, 2016 | no | NAPLES, FL|NAPLES , FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 6, 2000 | Jan 22, 2003 | no | NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MERCER GLOBAL ADVISORS INC. | Aug 1, 2025 | Aug 1, 2025 | 0 | Firm change | Ibd to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 6, 2016 | Oct 18, 2016 | 12 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | Jan 22, 2003 | Feb 2, 2005 | 742 | Firm change after gap | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:147363:FL:2025-08-01 | Aug 1, 2025 | Aug 1, 2025 | NAPLES, FL | Firm change |
| 705:149018:FL:2016-10-06 | Oct 6, 2016 | Oct 18, 2016 | NAPLES , FL | Firm change |